Collecting information
Organizing data
If you're a tax professional who wants to develop and thrive in the most strategic part of our tax practice and serve our largest clients, we have an exciting opportunity for you as a Tax Senior on our growing team!. As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients.. Training, mentoring, and supervising new and experienced-level tax staff, and attending required Deloitte Tax LLP and sector-specific trainings.. Certified Financial Planner (CFP). Advanced degree such as Masters of Tax, JD, and/or LLM
At Quaker Houghton, we are experts in the development, production and application of industrial process fluids, lubricants and coatings for the manufacturing industry.. This position will also support and collaborate with other members of the tax team, primarily in the areas of income tax accounting, tax compliance, SOX controls and ongoing audit/advocacy management, but also research and planning.. Assist the team to ensure that the current and deferred tax account balances of our global subsidiaries are accurately stated and properly classified through quarterly and annual review and validation of their income tax reporting and resolution of income tax accounting issues, as well as coordinated training if/where needed.. Assist the team in managing SOX internal controls compliance and reporting in the area of income tax accounting, and with the development of audit ready files to support the audit of the Company’s tax provision; and provide assistance and coordination with IRS/state/foreign tax audit matters, as needed.. Research and monitor tax law changes throughout the world and the related financial statement implications including U.S. Tax Reform and related regulations issued by the U.S. Treasury and the state taxing authorities.
Acquaint has been engaged by boutique private equity firm with institutional capital partners focused on strategic commercial and residential real estate investments across the United States to hire an Asset Manager.. Assist with the preparation of annual operating budgets and detailed financial reporting.. 3–5 years of experience in Asset Management within the real estate industry.. Advanced proficiency in Microsoft Excel (financial modeling experience a plus).. Experience with Yardi Property Management Software is a strong plus.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services.. Work with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning.. Work closely with Financial Advisors to build relationships with ultra high net worth clients and prospects across the country by providing guidance on estate and tax planning issues.. Significant prior trusts and estates experience with a law or accounting firm. Strong income tax background as related to estate planning strategies
The Chief Financial Officer (“CFO”) provides strategic, financial, and operational leadership to ensure the long-term sustainability and effectiveness of the organization.. The CFO is primarily responsible for overseeing financial planning, compliance, internal controls, and overall operational efficiency.. The CFO will work closely with the CEO to provide high-level oversight of KACS programs and initiatives that support food security, housing stability, crisis intervention, and community education.. Responsible for Finance and Administrative functions, including but not limited to, Finance Management, Strategic Financial Planning, Grant Management, Operating and Capital Budgets, Accounting and Financial Reporting, Cash Management, Payroll, and Procurement.. Advanced degree (MBA, MPA, etc.)
Complete data entry in nCino for new loan requests/renewals/modifications and submit requests for underwriting.. Review loan documentation to ensure all terms are consistent with the credit approval memo (e.g. interest rates, covenant definitions, etc. Perform annual portfolio data integrity reviews to ensure systems of record (e.g., Salesforce, nCino, Hogan, LIQ) accurately reflect risk ratings, loan booking data and any other related borrower information.. Applicable systems may include - Key proprietary systems e.g. Salesforce, nCino, SharePoint. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
We are looking for an Experienced Audit Associate with a drive for excellence, team orientation and commitment to our internal stakeholders.. The Experienced Audit Associate be able to grow and diversify their skills through the execution of audit plan projects, providing value add recommendations to senior management and mentoring of staff auditors.. Relevant certifications (CPA, CIA, CISA, etc) or pursuit of designations is preferred. After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions.. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce.
Act as the Consumer Compliance Subject Matter Expert, ensuring adherence to all relevant regulations, including but not limited to TILA, Regulation Z, TISA, Regulation DD, and Reg CC. Participate in the Annual Consumer Compliance Risk Assessment, ensuring comprehensive risk management across the organization. Minimum of 10 years of experience in Compliance Testing or Internal Audit roles, with a strong focus on consumer compliance regulations. Knowledge of Governance Risk Compliance tools. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion.
Commercial Mortgage-Backed Securities Associate AttorneyLocation: Philadelphia, PA Our client, a prominent global AmLaw 50 law firm, is seeking a skilled Commercial Mortgage-Backed Securities (CMBS) Associate Attorney to join their dynamic Global Finance group.. Known for their longstanding leadership in the CMBS marketplace, this team works with issuers, underwriters, servicers, and investors, handling a substantial portion of all CMBS issuance and providing counsel on a significant number of CRE CLOs for decades.. 3–6 years of substantive experience in securitization and structured finance, specifically within the CMBS space.. Proven experience in drafting and negotiating complex securitization documents, such as pooling and servicing agreements, mortgage loan purchase agreements, bid letters, and investor certifications.. BDC experience and experience in the life sciences industry is a plus Key Responsibilities: Provide counsel on a variety of CMBS transactions, including CRE CLOs, for a diverse client base comprising issuers, underwriters, and investors.
Job Description Responsibilities (This role has a hybrid schedule with 3 days in office and 2 days flex-remote) Join a dynamic organization driven by our passion for healthcare.. UHS is seeking talented individuals who are eager to contribute their expertise and pursue rewarding careers.. As a leader in acute care and behavioral health, UHS provides high-quality care to over 3 million patients annually, across our national network of facilities.. The UHS Regional Corporate Finance department is hiring a Regional Finance Director - Acute whose primary function is to conduct monthly financial statement and operational reviews, attesting to the accuracy and integrity, for assigned acute care hospitals.
5+ years of experience in Salesforce Marketing Cloud development, with a focus on enterprise-scale implementations.. Hands-on experience with Salesforce Marketing Cloud - Email Studio, Mobile Push, SFMC API, Data Extensions, Data Views, Automations, Journey Builder, Preference Centre, Audience Management and Segmentation, Tracking and Reporting.. Salesforce Marketing Cloud concepts and metrics including code, design, and dynamic content generation.. Familiarity with any project management tool is a must (JIRA, Workfront, etc.). Experience in wealth management, retail banking, or insurance marketing.
We are seeking a Business Development Officer (BDO) to lead our efforts in the Northern Virginia region.. The ideal candidate will have strong roots in the commercial finance ecosystem and a proven ability to generate lending opportunities with government contractors and B2B service providers.. Provide market feedback and competitive intelligence to inform strategy and product development.. Minimum 5 years of experience in commercial lending, government contracting finance, asset-based lending, or a related specialty finance vertical.. Bachelor’s degree required; MBA or relevant professional certification (e.g., CFA, CPA) a plus.
Commercial Mortgage-Backed Securities Associate AttorneyLocation: Philadelphia, PA Our client, a prominent global AmLaw 50 law firm, is seeking a skilled Commercial Mortgage-Backed Securities (CMBS) Associate Attorney to join their dynamic Global Finance group.. Known for their longstanding leadership in the CMBS marketplace, this team works with issuers, underwriters, servicers, and investors, handling a substantial portion of all CMBS issuance and providing counsel on a significant number of CRE CLOs for decades.. 3–6 years of substantive experience in securitization and structured finance, specifically within the CMBS space.. Proven experience in drafting and negotiating complex securitization documents, such as pooling and servicing agreements, mortgage loan purchase agreements, bid letters, and investor certifications.. BDC experience and experience in the life sciences industry is a plus Key Responsibilities: Provide counsel on a variety of CMBS transactions, including CRE CLOs, for a diverse client base comprising issuers, underwriters, and investors.
Join to apply for the IT Audit Manager role at Vanguard. Vanguard is hiring an IT Audit Manager for the Global Technology Audit Services Team (GTAS)!. This role is crucial for providing assurance and consulting on technology risks and controls across various IT platforms and security domains, including Governance, Regulations, and Compliance, infrastructure, SDLC, change management, application security, data and network security, access controls, threat and vulnerability management, monitoring, incident response, backup and recovery, and physical security.. A minimum of five years of proven experience, including leading and driving IT audit engagements.. Get notified about new Information Technology Audit Manager jobs in Chesterbrook, PA.
The LighthouseAI product suite includes LighthouseAI Intelligence®, which uses artificial intelligence to automate compliance requirement research, and LighthouseAI Management® which enables maintenance.. LighthouseAI will create a stress-free and streamlined state licensing experience with support from our expert industry veterans and professional solutions.. We are seeking to add a talented Finance Operations Manager to our team.. Oversee and manage the day-to-day financial operations, including invoicing, accounts receivable, GL/Revenue accounting, and financial reporting.. Strong understanding of financial operations, including invoicing, reconciliation, and compliance.
To excel, you will draw upon your own leadership skillset, a deep knowledge of facility and infrastructure systems, and apply program management skillsets to move the topics outlined in the Institute of Asset Management (IAM)'s Competences Framework forward.. Using an integrated approach to facilities & infrastructure systems management, you will work on teams supporting strategy development, demand identification, capacity analysis, capital and expense planning, and lifecycle asset management in alignment with the International Organization for Standardization (ISO) 55000 series standards.. The Boeing Company also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health insurance, flexible spending accounts, health savings accounts, retirement savings plans, life and disability insurance programs, and a number of programs that provide for both paid and unpaid time away from work.. Export Control Requirement:This position must meet export control compliance requirements.. To meet export control compliance requirements, a "U.S. Person" as defined by 22 C.F.R. §120.15 is required."
In business transformation digital solutions at PwC, you will assist clients with business transformations leveraging large scale digital solutions such as SAP, Oracle, OneStream, Workday, Identity and Access Management tools and other business applications.. You are also responsible for identifying new service opportunities, managing SDLC for Oracle Cloud product implementations, and leading security/RMC design workshops with client stakeholders.. - Identify new service opportunities and manage SDLC for Oracle Cloud implementations. - Bachelor's Degree in Accounting & Finance, Accounting & Technology, Business Administration/Management, Computer and Information Science, Computer and Information Science & Accounting, Economics, Economics and Finance, Economics and Finance & Technology, Management Information Systems & Accounting, Management Information Systems. - Designing security for Oracle Cloud Financials and SCM
Bachelor's Degree or equivalent work experience in Finance, Accounting, Management, Economics or equivalent field.. Master's Degree in Finance, Accounting, Management, Economics or equivalent field.. Financial analysis, structuring, underwriting and portfolio management experience, ideally + years.. Skilled in proposing and negotiating and recommending credit and covenant structures.. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown.
POSITION SUMMARY: The Sr Commercial Credit Analyst will support the lenders in underwriting requests for credit extensions to new and existing commercial clients.. They will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to Loan Committee by the lenders, perform annual credit reviews as needed, ensure compliance with the Bank's credit policies and procedures, ensure the timely collection and spreading of interim and annual financial statements provided by clients, and update financial information to maintain current reporting.. Interpret key financial ratios (e.g. cash flow to debt service, debt-to-equity, etc.). Suggests a loan grade after conducting a thorough credit analysis and documentation review.. Must have 2+ years experience in a bank as a Credit Analyst.
We are seeking a highly motivated and experienced wealth management Marketing professional to join our team and drive marketing strategy and innovation.. Leads a team to define and drive alignment on business and marketing objectives, develop value propositions and target segments leveraging competitive intelligence and insights to drive growth strategies.. Leads team to translate desired business outcomes into marketing strategy and execute complex, integrated marketing programs/ initiatives that may include advertising, sales content and internal communications.. Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.. Preferred Skills Advertising, Competitive Advantages, Content Marketing, Customer Solutions, Digital Marketing, Marketing Programs, Marketing Strategies, Negotiation, Results-Oriented Competencies Business Acumen, Business Data Analysis, Collaborating, Decision Making and Critical Thinking, Effectiveness Measurement, Influencing, Marketing Strategy and Positioning, Matrix Management, Problem Solving Work Experience Roles at this level typically require a university / college degree.